![]() ![]() Information gathered from users through our online questionnaire. Services are limited to referring users to third party registered investment advisers and/or investmentĪdviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is ![]() To learn more about how the platform helps advisors grow their business, click here. In 2020, SmartAdvisor helped financial advisors close more than $10 billion in new assets under management (AUM). Our algorithm matches consumers with up to three fiduciary financial advisors based on (1) geographic location, (2) amount of investable assets, and (3) whether the RIA/IAR and the user are both willing to work remotely. SmartAdvisor is a national marketplace connecting consumers to financial advisors.īuilding on SmartAsset’s relationship with millions of investors, SmartAdvisor connects financial advisors directly with prospects who meet their ideal client profile. ![]() To extend our mission of helping people make smart financial decisions, we also operate SmartAdvisor to assist our vast audience with the types of decisions that are best informed by financial planning professionals. Reaching approximately 75 million* people each month through educational content and personalized calculators and tools, SmartAsset is an online destination for consumer-focused financial information and advice. SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. We are committed to publishing the most accurate and actionable advice, personalized calculators andĮducational tools to help people navigate life’s big personal finance decisions. Helping people make smart financial decisions. ![]()
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